Civic Intelligence

George H Philips Trust

990PF • Fiscal year 2023 • EIN 75-6200888

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 10, 2024

Organization Profile
PO Box 2020Tyler, TX 75710-2020

(903) 535-4249

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

37th percentile

-3.5%

Higher net margin than 37% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$10,898

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

42nd percentile

-0.4%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-3.3%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$596,097

Down $2,188 (-0.4%) from 2022

Net Assets

Down

$596,097

Down $2,188 (-0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin37th percentile

Revenue

Down

$62,429

Down $2,121 (-3.3%) from 2022

Expenses

Down

$64,617

Down $72,057 (-53%) from 2022

Net Income

Up

-$2,188

Up $69,936 (+97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $470,923Liabilities 2011: $02011Assets 2012: $498,753Liabilities 2012: $0Net Assets 2012: $498,7532012Assets 2013: $508,404Liabilities 2013: $0Net Assets 2013: $508,4042013Assets 2014: $527,532Liabilities 2014: $0Net Assets 2014: $527,5322014Assets 2015: $540,130Liabilities 2015: $0Net Assets 2015: $540,1302015Assets 2016: $572,645Liabilities 2016: $0Net Assets 2016: $572,6452016Assets 2017: $625,110Liabilities 2017: $0Net Assets 2017: $625,1102017Assets 2018: $629,667Liabilities 2018: $0Net Assets 2018: $629,6672018Assets 2019: $632,192Liabilities 2019: $0Net Assets 2019: $632,1922019Assets 2020: $631,202Liabilities 2020: $0Net Assets 2020: $631,2022020Assets 2021: $670,409Liabilities 2021: $0Net Assets 2021: $670,4092021Assets 2022: $598,285Liabilities 2022: $0Net Assets 2022: $598,2852022Assets 2023: $596,097Liabilities 2023: $0Net Assets 2023: $596,0972023Assets 2024: $603,888Liabilities 2024: $0Net Assets 2024: $603,8882024

Highlighted filing

2023

Assets$596,097
Liabilities$0
Net Assets$596,097
Open 2023 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $71,962Expenses 2011: $58,122Net Income 2011: $13,8402011Expenses 2012: $98,5762012Revenue 2013: $72,425Expenses 2013: $62,719Net Income 2013: $9,7062013Revenue 2014: $77,209Expenses 2014: $58,305Net Income 2014: $18,9042014Revenue 2015: $59,821Expenses 2015: $47,246Net Income 2015: $12,5752015Revenue 2016: $76,268Expenses 2016: $42,359Net Income 2016: $33,9092016Revenue 2017: $109,067Expenses 2017: $56,977Net Income 2017: $52,0902017Revenue 2018: $55,065Expenses 2018: $55,470Net Income 2018: -$4052018Revenue 2019: $61,887Expenses 2019: $59,110Net Income 2019: $2,7772019Revenue 2020: $54,677Expenses 2020: $55,853Net Income 2020: -$1,1762020Revenue 2021: $87,215Expenses 2021: $48,008Net Income 2021: $39,2072021Revenue 2022: $64,550Expenses 2022: $136,674Net Income 2022: -$72,1242022Revenue 2023: $62,429Expenses 2023: $64,617Net Income 2023: -$2,1882023Revenue 2024: $74,749Expenses 2024: $66,958Net Income 2024: $7,7912024

Highlighted filing

2023

Revenue$62,429
Expenses$64,617
Net Income-$2,188
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 10, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$10,898-$10,898
Filing and Contact Details

Filer

Filer Name
George H Philips Trust
EIN
75-6200888
Phone
9035354249
Address
PO BOX 2020, TYLER, TX 75710-2020

Signing Officer

Name
Regions Bank
Title
Trustee
Phone
9035354249
Signed
2024-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Gollob Morgan Peddy Pc
Address
1001 ESE LOOP 323 STE 300, TYLER, TX 75701
Preparer
Kristen L Gusa
Phone
9035340088
Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2020
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TYLER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0757102020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09035354276
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt041891
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT RELIGIOUS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 W FERGUSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075702
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041891
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011895
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07654
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041891
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04241
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011895
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07654
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ROYALTY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0177
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12853
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12853
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt035585
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt15200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt035585
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt035585
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15200
TaxesSchedule/TaxesDetail/Amt02309
TaxesSchedule/TaxesDetail/Amt1410
TaxesSchedule/TaxesDetail/Amt21698
TaxesSchedule/TaxesDetail/Amt3331
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02309
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1410
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21698
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09035354249
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE H PHILIPS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0756200888
ReturnHeader/Filer/PhoneNum09035354249
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2020
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0757102020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752147296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLLOB MORGAN PEDDY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 ESE LOOP 323 STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035340088
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN L GUSA
ReturnHeader/ReturnTs02024-09-26T08:40:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$596,097
Liabilities
$0
Net assets
$596,097
Revenue
$62,429
Expenses
$64,617
Net income
-$2,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.75$0.67$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.62$0.65$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.65$1.37$0.72
2021Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.87$0.48$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.55$0.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.62$0.59$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.55$0.55$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.09$0.57$0.52
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.76$0.42$0.34
2015Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.60$0.47$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.77$0.58$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.72$0.63$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.99
2011Summary only. Only limited summary data is available for this year.$4.71$0.00$0.72$0.58$0.14